Allow multiple reviewers on the workflow for GENERIC DOCUMENT

GENERIC DOCUMENT may require multiple reviewers on it's workflow however this is currently not allowed, and multiple reviews must be carried out sequentially. It should be possible to send a GENERIC DOCUMENT for concurrent review in the same way a FACILITY DOC is.

  • Guest
  • May 17 2021
  • Future consideration
Meridian Cloud
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  • Guest commented
    May 20, 2021 09:12

    For the particular customer this is affecting, the workflow it uses isn't all that important, as long as they are able to send to multiple reviewers.

    However, in line with another Idea I raised, I do think that all the document types should be on the advanced workflow so their is consistency in action as well as visually when actually viewing the workflow.


    Again for this particular customer, the eSignatures would not be important to them and we would not activate this for them on this document type anyway.

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  • Admin
    Coen Vromans commented
    May 20, 2021 09:07

    Hi Nick, thank you for the observation in the documentation. Would you prefer the Generic Document to use the more advanced workflow as we use for Facility Document? If so, would you need eSignatures on the Review and approval steps for Generic Documents?

    Regards,

    Coen

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  • Guest commented
    May 18, 2021 10:54

    On further investigation the Cloud documentation suggests this is actually possible, however in practice it is not. Not sure if the config or the documentation is incorrect.

    https://support.meridiancloud.net/hc/en-us/articles/360000922249-Document-Workflow

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